Salesmate vs Insightly CRM
Insightly tries to do both CRM and project management, but ends up stretching thin. Clunky interface, slow performance, and limited automation make it hard to scale. Salesmate is purpose-built for growth. With all-in-one sales, marketing, and support tools, plus powerful automation - it helps teams close more deals, nurture customers better, and scale without friction.
Salesmate vs. Insightly CRM: A value-based comparison
See how Salesmate delivers more value, with built-in communication, automation, and scalability, so your CRM grows as fast as your business does.
| Factor |  | |
|---|---|---|
| Platform Focus | All-in-one CRM for sales, marketing, and support | CRM with project management add-on |
| User-Friendliness | Modern, intuitive UI - designed for sales teams of all sizes | Clunky, outdated interface |
| Contact Management | 360° contact view with calls, emails, activities, tickets | Contact records with tasks & projects |
| Built-in Calling & Texting | Native power dialer, call recording, voicemail drop, texting, WhatsApp - all included | Not available natively |
| Communication Tools | Email, SMS, WhatsApp, Calling, Live Chat, Messenger, Instagram - all built-in | Email only; no SMS, calls, or chat |
| Lead Source Integrations | Capture leads via chat, forms, social, and more | Limited; often requires Zapier |
| Live Chat | Native live chat & in-app messaging | Not available |
| Web Forms | Built-in form builder + automation | Basic web-to-lead forms |
| Ticketing & Service | Native ticketing with SLAs, team routing, workflows | Requires separate Insightly service subscription |
| Workflow Automation | Visual “Smart Flows” builder to automate any customer journey | Basic task-based automation |
| Automation Capabilities | Cross-functional automation - sales, marketing, support - no code needed | Limited to CRM; marketing automation is separate |
| Lead Scoring | Built-in scoring rules to prioritize hot leads | Not available natively |
| Meeting Scheduler | Built-in scheduling links, reminders, and automated follow-ups | Not available |
| Quote Management | Create and send quotes directly within the CRM | Not supported |
| Customer Support | 24/5 fast, friendly live chat + phone & email support | Email support; live chat on higher plans |
| Email Marketing & Campaigns | Send personalized campaigns directly from CRM | Requires separate Insightly Marketing subscription |
| Sales Pipelines | Unlimited pipelines on all plans | Limited; customization requires higher tiers |
| Custom Fields & Modules | Yes, across all entities | Custom fields available; limited modularity |
| Shared Team Inbox | Included | Not available |
| Deal Rotting | Yes | No |
| A/B Testing | Yes | No |
| AI Call Transcription | Native call transcription with AI summaries, trackers, sentiment analysis, and advanced call metrics | Not available |
| AI Agents | Yes | Not available |
| Ease of Use (G2) | 9.1 | 8.4 |
| Mobile App | Full CRM access on mobile | Available |
Loved by businesses that automate and grow with Salesmate
From midcap to established enterprises, businesses trust Salesmate’s platform to simplify processes, engage customers, and drive real results.
"Customer support is Top Notch! Best support I've ever received. Salesmate CRM is amazing, and it has completely blown me away."
Make the switch today. Start your free trial now!
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Here’s why switching from Insightly CRM to Salesmate is the smartest growth move you’ll make this year:
Discover why switching from Insightly CRM to Salesmate could save you time, money, and frustration while boosting your business productivity.
More value, zero surprises
One simple, transparent price. No hidden fees. No add-ons. Salesmate packs everything you need into one affordable plan - so you can grow without the “gotchas.”
All-in-one, all together
One login, one license, endless possibilities. Sales, marketing, and support teams work seamlessly in a single platform - no juggling extra modules.
Support that actually supports
Real humans. Real help. Every plan comes with fast, friendly 24/5 live chat support at no extra cost.
Built around you
Salesmate bends to your business. Customize fields, modules, layouts, roles, and permissions to fit your exact workflows.
Automate the busywork
With Smart Flows, you can personalize every journey, automate follow-ups, and streamline nurturing - so your team stays focused on closing deals.
Pipelines without limits
Manage multiple regions, products, or processes with unlimited sales pipelines. Total flexibility, zero restrictions.
“Salesmate’s intuitive interface and powerful features make managing our sales pipeline a breeze. Automation saves us time, letting us focus on closing deals, while seamless integrations boost our overall productivity.”
Salesmate is the right fit for you if:
REVIEWS
Why people love Salesmate over Insightly CRM?
Don't just take our word for it – see what real customers are saying!
Scales badly - every new lead costs more. No image support in emails, no real tech support.
Overpriced for what it offers. Average features, weak integrations, and far fewer functions than competitors.
Fails at basics. Can’t find contacts with nicknames or hyphenated names — data just disappears.
Automation is weak. Too many workarounds for simple tasks.
Salesmate has significantly benefited our sales team by streamlining our processes that have boosted our productivity and sales performance.
Salesmate is a well-designed, modern platform with all the features you need. What impresses me most is the dedicated team—they’re truly invested in my success.
Salesmate is amazing. Been trying to find a genuinely good CRM for a long time, and Salesmate has completely blown me away.
Salesmate is incredibly simple to set up and follow through our entire sales process. The automation features are highly efficient, and the UX makes everything so intuitive. Plus, the support team is always quick to assist!
Reviews are from G2